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Webinar: Digital Governance Decoded: Public Sector Solutions vs. Core Salesforce Save Your Seat!

5-Star Ratings on G2 User Reviews AppExchange

Salesforce Optimization Consulting to Boost Efficiency, Scale Seamlessly & Maximize CRM Value.

Unleash the true power of Salesforce, with Salesforce Optimization Solutions. Most organizations are only using a small percentage of what Salesforce can truly do; but with Access Global Group, we’ll work with your team to address any areas of untapped functionality. Even if you’re comfortable with your existing work processes, we can assess your current performance and determine how to further maximize your Salesforce investment and add long term value to your business.

WHY OUR OPTIMIZATION SERVICES

Awarded, Trusted, & Proven to Deliver Exceptional Salesforce Optimization Results.

SUMMIT

PARTNER

Top 1% Partner

In Salesforce Consulting & AI-Driven Solutions

Tell us about your challenges, and we’ll show you how we can help transform your Salesforce environment into a powerful driver of success. At Access Global Group, our Salesforce Optimization Consulting Services go beyond simple adjustments—we deliver hyper-personalized solutions that ensure your Salesforce system is fully aligned with the strategic objectives of your business. Whether you’re facing inefficiencies, underutilized features, or evolving operational needs, our team of Salesforce Summit Partners brings the expertise needed to unlock the full potential of your CRM.

We partner with you to analyze your current system, identify bottlenecks, and develop strategies that address your unique pain points. From automating repetitive tasks and streamlining workflows to creating a scalable platform capable of adapting to future growth, we help you optimize every aspect of your Salesforce system. Our goal is to empower your organization with the tools and insights you need to accelerate productivity, drive innovation, and achieve measurable results—no matter how ambitious your goals may be.

YEARS EXPERTISE

Certificates

Integrations

SF Projects

Salesforce
AppExchange

G2
User Reviews

PRODUCTS WE OPTIMIZE

Optimizing Salesforce Products: Enhancing Efficiency & Driving Business Growth.

Einstein

An integrated set of Al technologies that makes Salesforce Customer 360 smarter and brings Al to trailblazers everywhere.

FSC

Collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.

Tableau

Gain valuable insights from any data, at any time, from anywhere.

MuleSoft

Connect any system, application, or data source and automate business processes for a more connected experience.

Marketing Cloud

Build stronger customer relationships that last a lifetime, with data-first digital marketing.

Lightning

Take advantage of innovative features in Lightning to make selling easier and service more personalized.

Service Cloud

Instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.

Commerce Cloud

Instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.

Sales Cloud

Grow with ease, from anywhere, with the right sales tools. Win more deals as a team with Sales Cloud.

Data Cloud

Unleash the potential of your data with the exclusive platform built natively for the Salesforce.

Agentforce

Design and personalize autonomous AI agents to assist your employees and customers around the clock.

Heroku

Create scalable applications on a developer-focused, cloud-native platform.

Field Service

Tap into job information, deliver updates, and quickly collaborate on the go, even while offline.

Pardot

Easily route leads to sales, create and track automated marketing campaigns, analyze prospect activity.

Experience Cloud

Easily create content in one place and deliver it anywhere – from websites to apps to digital portals.

Revenue Cloud

A whole new way to help companies create more connected CRM-powered digital experiences.

As the Marketing Manager, I deal with almost all of our vendors here at Westminster American Insurance Company and Access Global Group has been by far one of the best to work with.

Emily DeLong, Marketing

CUSTOMER SUCCESS STORIES

Reimagining Possibilities & Building Trust Together.

Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.

INSURANCE // Insurance Industry


Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.

BANKING // SYSTEM INTEGRATIONS


Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.

PUBLIC SECTOR // CASE MANAGEMENT


Connecting Care: How Salesforce Transformed Massachusetts Health

HEALTHCARE // SERVICE CLOUD


Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud

WEALTH MANAGEMENT // REPORTING


Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.

INSURANCE // INTEGRATIONS

On-Demand Webinar: Transforming Customer Experience Through A Guidewire & Salesforce Integration

INSURANCE // SERVICE CLOUD

Redefining Member Support: Anthem’s Success Story with Service Cloud

PUBLIC SECTOR // MANAGED SERVICES

Next-Gen Governance: Transforming Public Service with Salesforce

AGENTFORCE // DATA & AI

New Blog: The Single Secret Agentforce Success

PUBLIC SECTOR // MANAGED SERVICES

Forging Faster Futures: Salesforce Managed Services for the Public Sector

SALES // DATA INTEGRATIONS

Unlocking Sales Potential: The Power of Salesforce and Data Integration

Market Leading Salesforce Optimization Consulting Expert Partner.











Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.